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Total Clarity Wealth Management’s First Trust DorseyWright DALI 1 ETF DALI Stock Holding History

Total Clarity Wealth Management’s Portfolio DALI Stock Details DALI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-39,997
Closed -$971K – 194
2022
Q4 		$971K Buy
39,997
+17,817
+80% +$444K 0.49% 50
2022
Q3 		$533K Buy
+22,180
New +$556K 0.33% 81

Other funds holding DALI

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Total Clarity Wealth Management's DALI Position: Q1 2023 in Review

Total Clarity Wealth Management sold out of First Trust DorseyWright DALI 1 ETF (DALI) in Q1 2023, closing a stake of 39,997 shares — an estimated $971K sold.

Total Clarity Wealth Management first reported a position in DALI in Q3 2022 and held it in 2 quarters. The position peaked at $971K in Q4 2022. 22 funds tracked by Wall St. Rank hold DALI as of Q1 2023.

  • Total Clarity Wealth Management reported no remaining First Trust DorseyWright DALI 1 ETF position as of Q1 2023 after selling out during the quarter.
  • Total Clarity Wealth Management sold 39,997 First Trust DorseyWright DALI 1 ETF shares in Q1 2023, an estimated $971K.
  • Total Clarity Wealth Management first reported a position in First Trust DorseyWright DALI 1 ETF in Q3 2022 and held it in 2 quarters.
  • Total Clarity Wealth Management's First Trust DorseyWright DALI 1 ETF position peaked at $971K in Q4 2022.
  • 22 funds tracked by Wall St. Rank held First Trust DorseyWright DALI 1 ETF as of Q1 2023.

Based on Total Clarity Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.